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Our Partners

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The CPAs, Industry Pros, and SMEs

As a small shop, there is no way we can keep up with the constantly changing landscape of the modern accounting firm. While we make continuing education a priority, we regularly partner with other professionals who specialize in various accounting, finance, and technology matters, and reach out to them when we need help with something specific, or something more broad than we can handle on our own. Depending upon your needs, and the scope of our engagement, we may consult with these pros on smaller matters (at our cost), or, if your particular situation requires complex, ongoing expertise we might refer you to them for direct engagements. Below is a short list of our network.

Marty McCutchen, CPA P.C.

Based in Ft. Worth, Texas, Marty is our go-to tax provider for mid to large businesses in a variety of industries, Marty provides targeted tax and business consulting services, and is a certified Profit First professional. He offers customized business coaching and business consultation to help you maximize your business financial success.

Milam and Associates, PLLC

A fellow Tulsa firm, Milam and Associates handles tax consulting and tax preparation for clients in virtually all industries and sizes, as well as specializations in estate and trust tax matters. They’ve been known to offer free tax form review, so if you feel like you might have missed out on tax savings in previous years, they are the folks to talk to. Claude Roberts would be your contact.

Straxis Technology

Straxis is our go-to partner for IT and technology solutions, including mobile applications. A leader in the mobile and web application development space, they help us out on complex web design requirements, as well as general IT solution development. They have offices here in Tulsa as well as internationally.